When an Account Manager (in the “To Approve” box) changes the coding to an invoice, they do not wish for it to go back into “To Review.”

This is so much easier to check invoice number and description instead of scrolling to the bottom.

I had to individually open/close 10 different entities when doing an intercompany analysis for a client with over 40 related entities.

When entering an invoice, you should be able to edit an existing vendor. There have been several times that ACH/wire information or the vendor address has changed since the last payment, and the person entering the invoice has to leave the enter i...

currently when documents are scanned and pulled, you have to delete each document individually, and this is time consuming.

It would be great to be able to mark a line for 1099's, if it is within an intercompany transaction (invoices, payments, journals and deposits). Example - A client writes a check out of their personal account, but it is for a vendor that should be...

In addition to being able to attach an image to Vendor Set-up (like W-9) there should be a section under Vendor where you can save notes.

Is it possible to create a budget that can be in a different order than the numerical chart of accounts?

Add additional roles to the external user role where they can run reports and exclude bank balances

The system logs you out too fast, I keep having to run the same reports multiple times a day to continue my review. QuickBooks allows you to just refresh the window you were last in when you sign back in and continue using the report that was open...